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What Analysts Consider FedEx Inventory Forward of Earnings

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What Analysts Consider FedEx Inventory Forward of Earnings



Key Takeaways

  • FedEx is scheduled to submit its remaining quarterly report for fiscal 2025 after the market closes on Tuesday.
  • Analysts are largely bullish on the delivery big’s inventory, and count on a small decline in income whereas seeing a rise in revenue for the most recent interval.
  • UBS and Morgan Stanley analysts wrote in current weeks that tariffs may harm demand and lead FedEx’s efficiency in fiscal 2026 to disappoint.

FedEx (FDX) is slated to report earnings for the fourth quarter of its fiscal 2025 after the closing bell on Tuesday, with analysts largely bullish on the delivery big’s inventory.

Of the 14 analysts following the corporate who’re tracked by Seen Alpha, 12 name FedEx a «buy,» whereas two others give it a «maintain» or equal score. The analysts have a median worth goal of $281, implying roughly 24% upside from Friday’s shut. The inventory has misplaced almost 20% of its worth this yr up to now.

FedEx’s fourth-quarter income is predicted to say no simply over 1% from the same time a year ago to $21.82 billion. Adjusted earnings per share, nevertheless, are anticipated to rise greater than 8% to $5.88 as FedEx continues to work via its cost-cutting efforts.

The previous quarter, FedEx missed estimates and minimize its full-year outlook for the third straight quarter, citing a «very difficult working surroundings.»

UBS, Morgan Stanley See Tariffs Creating Extra Transport Uncertainty

Forward of the scheduled earnings report Tuesday, UBS analysts minimize their worth goal for FedEx inventory to $311 from $331. They lowered their estimate for the corporate’s 2026 revenue «to replicate a extra muted quantity and income backdrop and meaningfully much less margin enchancment in each Federal Categorical (FEC) and Freight.»

Morgan Stanley analysts, with an «underweight» score and a $200 worth goal, wrote earlier this month that they count on FedEx to overlook estimates for the fiscal fourth quarter. They mentioned they count on a «noisy miss» regardless of it representing the ultimate quarter of the corporate’s «DRIVE» financial savings program, citing «inflationary pressures, one fewer working day, tariff-related quantity headwinds, and [business-to-business] weak spot,» including that fiscal 2026 outlook will possible be extra vital for the inventory than Tuesday’s fourth-quarter outcomes.

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